Prerequisites

• The person performing the reassignment holds the Assure Administrator role or has the appropriate Supervisor Privileges to access Settings > Organisational Configuration > Users.
• Target users (the users tasks will be reassigned to) exist as active system users in Assure.
• Where possible, target users hold the same or similar Role Permissions as the original task holder to ensure they can complete or approve the reassigned tasks without permission issues.

Bulk Reassigning Tasks in Assure

Assure (the Evotix health, safety, and risk management platform) includes a feature that allows an Assure Administrator to reassign all outstanding Tasks (Actions, Approvals, and Reviews assigned to a system user) from one user to another in a single operation, by task category. This is particularly useful when a user is leaving the organisation, changing role, or is temporarily unavailable.

 

 

How to Bulk Reassign Tasks

Step 1 - Navigate to the User List

i. In Assure, navigate to Settings > Organisational Configuration > Users.

 

Step 2 - Locate the User

i. Find the user in the Users list whose tasks you wish to reassign.

Step 3 - Open the Reassign Tasks Option

i. Click the Cog Menu (the settings icon) next to the user's name.

ii. Select Reassign Tasks from the menu options.

Step 4 - Review Outstanding Tasks and Set Reassignment Targets

The Reassign Tasks screen displays two sections:

• Outstanding Tasks - Shows the number of tasks the selected user currently has outstanding, broken down by task category (for example, Actions, Approvals, Reviews).
• Reassign Tasks - Allows the Assure Administrator to select a target user for each task category. Tasks are reassigned in bulk by category.

For each task category, select the system user the tasks should be reassigned to.

Step 5 - Confirm the Reassignment

i. Click the Reassign Tasks button to reassign all outstanding tasks to the specified users.

Important Note

Evotix advises reassigning tasks only to users who hold the same or similar system Role Permissions as the original task holder. Assigning tasks to a user who lacks the necessary permissions may prevent them from completing or approving those tasks correctly.

AI Metadata

• Product Area: Assure - User Management, Organisational Configuration, Task Management
• User Role: Assure Administrator
• Tags: reassign tasks, bulk reassign, task reassignment, outstanding tasks, user management, organisational configuration, cog menu, tasks, actions, approvals, reviews
• Version/Region: All Assure versions; all regions
• Important Synonyms: Reassign Tasks = bulk task reassignment = mass reassignment; Cog Menu = Cog Wheel Menu = settings icon = options menu; Tasks = Actions, Approvals, Reviews; Assure Administrator = system administrator; Outstanding Tasks = pending tasks
• Suggested Embedding Keywords: reassign tasks Assure, bulk reassign tasks Assure administrator, reassign user tasks en masse, outstanding tasks reassign, Assure user task transfer, reassign actions approvals reviews Assure, cog menu reassign tasks users, organisational configuration reassign tasks
• Relevant Modules and Cross-Module Implications: This feature sits within Organisational Configuration (User Management) in Assure. The tasks being reassigned span multiple modules, including the Action Manager (Actions), the approval workflow (Approvals), and the review workflow (Reviews). Reassigning tasks in bulk from this screen affects task visibility and ownership across all modules where the original user held outstanding tasks. Role Permissions are configured in Settings > Organisational Configuration > Roles and govern whether the target user can act on the reassigned tasks.